Lovesac Company (LOVE)
NASDAQ (NMS) NASDAQ (NMS) Primary 
The Lovesac Company (LOVE) Q2 2026 Earnings Call Transcript
The Lovesac Company (NASDAQ:LOVE ) Q2 2026 Earnings Call September 11, 2025 8:30 AM EDT Company Participants Caitlin Churchill - Investor Relations Executive Shawn Nelson - Founder, CEO & Director Mary Fox - President & COO Keith Siegner - Executive VP, CFO & Treasurer Conference Call Participants Maria Ripps - Canaccord Genuity Corp., Research Division Michael Baker - D.A. Davidson & Co., Research Division Eric Des Lauriers - Craig-Hallum Capital Group LLC, Research Division Thomas Forte - Maxim Group LLC, Research Division Matt Koranda - ROTH Capital Partners, LLC, Research Division Andrew Chasanoff - Oppenheimer & Co. Inc., Research Division Presentation Operator Greetings, and welcome to the Lovesac Second Quarter Fiscal 2026 Earnings Call.
Lovesac (LOVE) Reports Q2 Loss, Lags Revenue Estimates
Lovesac (LOVE) came out with a quarterly loss of $0.45 per share versus the Zacks Consensus Estimate of a loss of $0.72. This compares to a loss of $0.38 per share a year ago.
Lovesac: Comforting Comp Sales Re-Acceleration
I am upgrading Lovesac to neutral as improving comp sales and new product launches offset recent share price declines and industry headwinds. Lovesac's rich mid-50s gross margins and expansion into new product categories support its value proposition, despite macro challenges in the furniture sector. Risks include a tough housing market, tariff uncertainties, and the end of the Best Buy partnership, which could pressure showroom and internet sales.
Lovesac: A Furniture Innovator At A Compelling Entry Point
Lovesac's unique business model drives industry-leading sales per square foot. Despite near-term headwinds from tariffs and weak demand, new product launches, vendor concessions, and supply chain realignment should boost margins in the second half. With shares down nearly 80% from highs and 67% upside to my $29.14 target, I rate Lovesac a BUY for long-term investors.
Analysts Love Lovesac, But Investors Should Be Cautious
Lovesac's Q1 release highlights the primary reasons for buying it: positioning and operational quality. The company's $138.4 million in net revenue isn't industry-leading, but the 4.4% is.
The Lovesac Company (LOVE) Q1 2026 Earnings Call Transcript
The Lovesac Company (NASDAQ:LOVE ) Q1 2026 Earnings Conference Call June 12, 2025 8:30 AM ET Company Participants Caitlin Churchill - Corporate Participant Investor Relations Executive - Corporate Participant Keith Robert Siegner - Executive VP, CFO & Treasurer Mary Fox - President & COO Shawn David Nelson - Founder, CEO & Director Conference Call Participants Brian William Nagel - Oppenheimer & Co. Inc., Research Division Maria Ripps - Canaccord Genuity Corp., Research Division Matthew Butler Koranda - ROTH Capital Partners, LLC, Research Division Michael Allen Baker - D.A. Davidson & Co., Research Division Thomas Ferris Forte - Maxim Group LLC, Research Division Operator Greetings.
LOVE or SGI: Which Is the Better Value Stock Right Now?
Investors looking for stocks in the Retail - Home Furnishings sector might want to consider either Lovesac (LOVE) or Somnigroup International (SGI). But which of these two companies is the best option for those looking for undervalued stocks?
Is Lovesac (LOVE) Stock Undervalued Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Compared to Estimates, Lovesac (LOVE) Q1 Earnings: A Look at Key Metrics
While the top- and bottom-line numbers for Lovesac (LOVE) give a sense of how the business performed in the quarter ended April 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Lovesac (LOVE) Reports Q1 Loss, Tops Revenue Estimates
Lovesac (LOVE) came out with a quarterly loss of $0.73 per share versus the Zacks Consensus Estimate of a loss of $0.81. This compares to loss of $0.83 per share a year ago.
Seeking Clues to Lovesac (LOVE) Q1 Earnings? A Peek Into Wall Street Projections for Key Metrics
Evaluate the expected performance of Lovesac (LOVE) for the quarter ended April 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
With a 60%+ Upside, There's Plenty to Love About Lovesac
Furniture manufacturer Lovesac Co. NASDAQ: LOVE has evolved from a gimmicky oversized foam beanbag chair maker to a higher-end furniture brand anchored around its modular, proprietary trademarked “Sactionals.”
